See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,055 | $88,751-49.2% | $81,812-44.9% | $145,922-69.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.03% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,934 | $3,083+27.6% | $2,912+35.1% | $4,660-15.6% |
| Participant deferral / active EE | $9,486 | $4,643+104.3% | $4,319+119.6% | $6,688+41.8% |
| Admin fee / account holder | $5,113 | $8,415-39.2% | $7,386-30.8% | $13,397-61.8% |